Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HAWKE FINANCIAL GROUP, LLC
EIN 95-4894682financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
6
2484 N. STOKESBERRY PL - MERIDIAN, ID 83646208-866-5778idahofinancialplanner.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HAWKE FINANCIAL GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$630K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HAWKE FINANCIAL GROUP 401(K) PLAN
401k
Assets$546K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HAWKE FINANCIAL GROUP, LLC CASH BALANCE PLAN | CashBalance | $630K | 3 | 2024 | |
| 001 | HAWKE FINANCIAL GROUP 401(K) PLAN | 401k | $546K | 3 | 2024 |
Retirement plans